东吴策略:主线行情的重启还缺哪些拼图?

东方财富网
Aug 16

近期A股呈现震荡修复格局,但板块轮动显著提速,“电风扇行情”特征突出,科技、医药、有色、地产等板块快速轮动切换,市场尚未孕育出资金承接力度充足、具备持续性的核心主线。主线行情的重启还差哪些拼图?核心缺失三块:套牢筹码消化、海外流动性压力缓释、AI产业扩容逻辑兑现。  拼图一:筹码问题,时间是最好的解药  指数行至年线附近,上方是前期套牢盘,下方是本轮修复积累的获利盘,多空筹码在这一带密集交织,拉锯...

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